---
title: Next in the ExitSmarts Series
description: "In the next entry of the Porte Brown ExitSmarts webinar series, \"Getting Started,\" we will be discussing the following topics..."
image: https://blog.portebrown.com/hubfs/980x411%20-%20EP%20Webinar%20-%20Oct%2029th%20-%202nd%20Run1-1.jpg
---

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# Next in the ExitSmarts Series

![calendar-icon](https://cdn2.hubspot.net/hubfs/2040891/Marketplace/WASABI/icons/icon-calendar.svg)

* By [ Porte Brown ](https://blog.portebrown.com/author/porte-brown-llc) - October 21, 2020 *

<http://www.facebook.com/share.php?u=https://blog.portebrown.com/exitsmarts-critical-steps-for-exit-planning-business-transition-1> <https://twitter.com/intent/tweet?original_referer=https://blog.portebrown.com/exitsmarts-critical-steps-for-exit-planning-business-transition-1&url=https://blog.portebrown.com/exitsmarts-critical-steps-for-exit-planning-business-transition-1&source=tweetbutton&text=Next%20in%20the%20ExitSmarts%20Series> <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.portebrown.com/exitsmarts-critical-steps-for-exit-planning-business-transition-1>

## Join Us for Webinar #2 — Getting Started

Date: **Thursday, October 29, 2020**

Time: **2pm - 3pm (CDT)**

This webinar is a continuation of the *ExitSmarts™ Exit Planning for Main Street Businesses* series and will discuss the following topics:

 **• ** Review basics from the “Starting the Conversation” webinar  
 **•**  Exit Paths  
 **• ** Exit Planning Fundamentals  
 **•**  Focus on what you can do to get started today  
 **•**  Exit RoadMap Express

Important: For the best experience, make sure to download the [Getting Started Webinar Notes](https://blog.portebrown.com/hubfs/ExitSmarts%20-%20Getting%20Started%20-%20Webinar%20Notes%2010-29-20.pdf) prior to the webinar. Also, If you haven't already, please complete your [Exit Ready Assessment](https://www.exitmap.com/portebrown/).

Let’s face it, this type of important, long-term business planning can feel stressful and overwhelming. Where do you begin? Are you doing the right things to maximize value? There are many questions depending on your specific circumstances, but getting started and having a solid plan is key.

The goal of this complimentary webinar series is to help outline the process, timeline, and necessary steps for an effective exit plan. The webinar format will include an educational topic followed by a Q&A session. The identity of attendees will remain anonymous at all times. 

  

[![Register for Webinar](https://no-cache.hubspot.com/cta/default/6854056/3e0aff67-f020-4462-a644-fe95399339cf.png)](https://cta-redirect.hubspot.com/cta/redirect/6854056/3e0aff67-f020-4462-a644-fe95399339cf)

 

---

## Did you miss the introductory webinar? Register for the encore...

## Encore Webinar: ExitSmarts — Beginning the Conversation

   

Date: **Thursday, October 29, 2020**

Time: **10am - 11am (CDT)**

![ExitSmarts Oct 29th Encore Webinar](https://blog.portebrown.com/hs-fs/hubfs/980%20-%20EP%20Webinar%20-%20Oct%2029th%20-%203.jpg?width=360&name=980%20-%20EP%20Webinar%20-%20Oct%2029th%20-%203.jpg)

If you missed the introductory *ExitSmarts* webinar last month make sure to sign up for its encore presentation *prior* to registering for the second webinar in the *ExitSmarts* series: "Getting Started."

Today's marketplace is experiencing the largest transition of business ownership in history. In fact, at Porte Brown we have seen a substantial increase in questions and activity surrounding this complex subject, and we realize owners are looking for help and expertise in planning for their future. With this in mind, we are happy to announce our new monthly webinar series, **“ExitSmarts™ ****Exit Planning for Main Street Businesses." **

**Important: **For the best experience, make sure to download the Beginning the Conversation Webinar Notes prior to the webinar.

   

[![Register for Webinar](https://no-cache.hubspot.com/cta/default/6854056/4735ff32-384c-44e3-8698-3a97ad399ed1.png)](https://cta-redirect.hubspot.com/cta/redirect/6854056/4735ff32-384c-44e3-8698-3a97ad399ed1)

 

---

## Webinar Series Panel:

| ![Dan Paxton](https://blog.portebrown.com/hs-fs/hubfs/Dan%20Paxton%20-%20EP.jpg?width=200&name=Dan%20Paxton%20-%20EP.jpg) | ![Steve Douglas](https://blog.portebrown.com/hs-fs/hubfs/Steve%20Douglas%20-%20EP.jpg?width=200&name=Steve%20Douglas%20-%20EP.jpg) | ![Wade Runge](https://blog.portebrown.com/hs-fs/hubfs/Wade%20Runge%20-%20EP.jpg?width=200&name=Wade%20Runge%20-%20EP.jpg) |
| --- | --- | --- |
| **DAN PAXTON** EOS Implementer, AExP, Traction2Vision | **STEVE DOUGLAS** Director, ExitMap Express Advisor, Porte Brown LLC | **WADE RUNGE** Director, ExitMap Express Advisor, Porte Brown LLC |

### **Future Monthly Webinar Topics Will Address: **

- Exit Finances and Buyer-Types
- Personal & Business Resources
- Maximize & Protect Business Value: Business Value Drivers
- Maximize & Protect Business Value: Key Employee Incentive Plans
- Value Driver Implementation
- Sale to Third Party
- Transfer to Insiders
- Business Continuity
- Personal Wealth & Estate Planning
- Family Business Planning
- Banking Perspective

[![Road Map - Exit Planning](https://blog.portebrown.com/hubfs/Compass%20-%20Road%20Map-2.jpg "Road Map - Exit Planning")](https://www.portebrown.com/services/valuation-transition-planning)

#### SERVICE SPOTLIGHT

### Exit Planning & Business Transition

Good Exit Planning requires a coordinated effort from a number of experienced advisors, and Porte Brown’s are among the best. Our **Exit Planning Advisors** are part of an inter-disciplinary team, who specialize in all areas of exit planning, which includes everything from succession planning strategies to business valuations for mergers and...

[![Learn More](https://no-cache.hubspot.com/cta/default/6854056/f504a98c-223d-410e-9905-2f3c848279fa.png)](https://cta-redirect.hubspot.com/cta/redirect/6854056/f504a98c-223d-410e-9905-2f3c848279fa)

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